Jack Fitzpatrick
Hello there! 👋🏼 I'm Jack, originally from the East Coast and now based in Scottsdale, Arizona. With 35 years in the finance industry, I’ve developed a deep understanding of markets, risk management, and strategic financial planning. My career began as a foreign exchange trading executive at Morgan Stanley, followed by roles in portfolio management before transitioning into wealth advising. Today, as a fiduciary and member of Savvy Advisors, I leverage their platform of resources to provide comprehensive financial guidance tailored to my clients' unique needs.
Scottsdale, Arizona
“I spend a lot of time listening to my clients' concerns, past experiences and goals and crafting a solution that is completely unique to their preferences, and aspirations. I believe this leads to better and more accurate planning that creates a much higher degree of alignment with the client.”
How can I help?
Retirement Planning
Financial Planning & Analysis
​​Investment ManagementÂ
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
Tax Optimization
We aim to take the ambiguity of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Jack.
Get to know Jack
Over the past 35 years in the finance industry, I have developed a deep understanding of markets, risk management, and strategic financial planning. I spent over two decades as a foreign exchange trading executive at Morgan Stanley before transitioning into portfolio management at Gelber Group and Fitzco Trading. Most recently, I served as a wealth advisor at JM Arbour Wealth Management, where I focused on helping clients navigate their financial futures with confidence.
I hold a Series 65 license and am a certified Life Insurance Producer in Arizona, with additional licenses in California, Utah, and Massachusetts. Committed to continuous growth, I am currently preparing for the CFP® exam in November 2025 to further enhance my ability to provide comprehensive financial guidance.
My approach to wealth management is rooted in understanding each client’s unique goals, risk tolerance, and long-term aspirations. Whether it’s investment management, retirement planning, or risk mitigation, I prioritize education and clear communication to empower my clients to make informed financial decisions.
Based in Scottsdale, Arizona, I am a devoted husband and father of four daughters. I enjoy an active lifestyle and am passionate about F3 fitness, hiking, golfing, and skiing. I also share a special bond with my beloved dog, Jeter.
Book a 30-min introductory call with Jack.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
